See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,402 | $63,953-47.8% | $54,726-39.0% | $135,375-75.3% |
| Participation rate | 44.4% | 84.9%-40.4pp | 79.1%-34.7pp | 82.6%-38.2pp |
| Annual return | -10.42% | -5.77%-4.7pp | -4.56%-5.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,232 | $4,810+29.6% | $3,953+57.7% | $5,609+11.1% |
| Admin fee / account holder | $179 | $4,567-96.1% | $3,818-95.3% | $10,827-98.3% |